Richard Rock has been a financial advisor since 1996. He launched his career at Dean Witter in Laguna Hills, CA, after graduating with an Economics degree from UC San Diego. Throughout his career, Richard has guided his clients through all types of markets always working hard to provide them with sound advice to help achieve their goals, whether that be growing their investment portfolios, generating additional income in retirement, or future planning for children and grandchildren. Through two and half decades of experience as an investment advisor and wealth manager, Richard has garnered a great deal of knowledge and experience with which to serve his clients. He has always placed his c
Richard Rock
SVP Investment Advisor
Balboa Wealth Partners
United States, California, Orange County
About Me
Profile Information
SVP Investment Advisor
Balboa Wealth Partners
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Orange County
California
United States
Sep 28, 2024
More profiles to browse
TB
Thomas Breslin
Investment Advisor
AA
Alexander Aretakis
Managing Director, Investment Advisor
KT
Koz Tsukamoto
Wealth Manager
IC
Ian Crawford
Senior Vice President
You Might Like
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
JB
Joy Bunzel
Client Services
Sierra Investment Management